Fortune found ten stocks that will thrive despite - or even benefit from - the troubles facing the markets next year.

The Hottest Fund Manager in America - a.k.a. CGM's Ken Heebner - laid out an argument that $100 oil is not only coming but will be here to stay. "There is still strong
growth in Latin America, China, India, and a host of smaller countries like Poland and Thailand," he says. That means a need for some 1.5 million more barrels of oil a day.

That brings us to Petrobras, Brazil's largest oil company and the stock Heebner thinks is the best way to play oil right now. With petroleum prices so high, a big risk for oil
companies is that host countries will demand a bigger share of the profits in the form of taxes or royalties. "One way you can avoid this," says Heebner, "is if the government
owns half the company you've invested in. That's Petrobras."

Petrobras is cheap enough, at 16 times earnings, that it can be a winning investment even if Heebner is proven wrong about $100 oil. The company just announced a huge find
offshore from Rio de Janeiro, a field said to have up to eight billion barrels of recoverable oil.

Correction: An earlier version of this gallery mislabeled the ticker for the oil company Petrobras. The correct ticker symbol is PBR, not PZE (which is a Petrobras
affiliate). As a result, the earlier version also listed stock data, P/E ratio and yield for PZE, not the parent company (PBR).